Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,728 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,245 | $59,186-91.1% | $76,768-93.2% | $56,287-90.7% |
| Participation rate | 49.4% | 75.2%-25.9pp | 77.0%-27.6pp | 69.9%-20.5pp |
| Annual return | -11.68% | 6.62%-18.3pp | 2.43%-14.1pp | -9.96%-1.7pp |
| Employer contribution / active EE | $721 | $1,759-59.0% | $2,485-71.0% | $2,111-65.8% |
| Participant deferral / active EE | $1,551 | $3,255-52.3% | $3,852-59.7% | $3,350-53.7% |
| Admin fee / account holder | $74 | $489-84.9% | $6,675-98.9% | $521-85.9% |